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.. A Coleman Training WebinarDate: Thursday, December 18, 2025 Time: 2:00 p.m. EasternIncludes e-certification & recording Lender Service Provider oversight is no longer a routine file check—it’s a regulatory priority. Under SOP 50 10 8 (effective June 1, 2025), SBA emphasizes that “SBA reserves the right to audit compliance with any SBA-reviewed LSP agreement” and…

SBA Form 159 Compliance: What Brokers Must Disclose, and How to Stay Out of Trouble 🗓️ Date & TimeWednesday, December 102PM Eastern Every year, dozens of SBA loan brokers unknowingly step over the compliance line. The biggest tripwire? SBA Form 159 — the Fee Disclosure and Compensation Agreement. This form seems simple, but it governs…

.. A Coleman Training WebinarDate: Friday, December 5, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording AI Meets SBA Lending Artificial Intelligence is transforming how lenders find, qualify, and close small business loans. In this fast-paced, practical webinar that gives you a tool you can use immediately Bob Coleman will show you how to combine AI…

.. A Coleman Training WebinarDate: Wednesday, November 19, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording Artificial intelligence is transforming how lenders analyze and present borrower financials. What once took hours of manual work can now be completed in minutes — without sacrificing accuracy, compliance, or insight. Coleman Report presents a new live webinar: AI for…

A Coleman Training Webinar Date: Friday, November 21, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording SBA SOP 5010 8 introduced significant changes to insurance requirements for both 7(a) and 504 loans, placing heightened emphasis on lender compliance. A single oversight—such as a missing hazard, flood, or life insurance policy, or incomplete documentation in the credit…

The SBA Chief Lending Officer Perspective .. A Coleman Training WebinarDate: Tuesday, November 25, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording The new SOP 50 10 8 doesn’t make suggestions — it gives mandates. “Do what you do” has been replaced with “What you must do”. Between pages 130 and 143 addressing SBA 7(a) underwriting…

What Brokers Need to Know from SBA Lenders to Earn Up to 2 Points Referral Fee Practical strategies and compliance essentials to maximize your SBA referral income 🗓️ Date & TimeWednesday, November 52PM Eastern Your Training Staff Moderated by Bob Coleman, Publisher, Coleman Report Panelists– David Marcantonio, President, One Source Business Capital and President, NASLB–…

A Coleman Training WebinarDate: Tuesday, November 4, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording In FY 2025, 23.6% of SBA 7(a) loan dollars—over $9 billion—were used for business acquisitions, confirming that change-of-ownership financing remains one of the most active and scrutinized segments of the SBA program. With Baby Boomers still owning approximately 40% of all…

Simplify compliance, avoid costly mistakes, and speed up approvals on small loans under SOP 50 10 8. .. A Coleman Training WebinarDate: Friday, October 17 2025Time: 2:00 p.m. EasternIncludes e-certification & recording For many SBA lenders, the credit memo remains one of the most time-consuming and frustrating parts of the loan process. Even small loans…